SVA Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $3.98M | Sell |
|
|||||
|
2020
Q3 | $3.59M | Buy |
|
|||||
|
2020
Q2 | $3.26M | Buy |
|
|||||
|
2020
Q1 | $2.49M | Buy |
|
|||||
|
2019
Q4 | $2.92M | Sell |
|
|||||
|
2019
Q3 | $2.75M | Buy |
|
|||||
|
2019
Q2 | $2.4M | Buy |
|
|||||
|
2019
Q1 | $2.3M | Buy |
|
|||||
|
2018
Q4 | $1.29M | Sell |
|
|||||
|
2018
Q3 | $1.51M | Buy |
|
|||||
|
2018
Q2 | $1.4M | Buy |
|
|||||
|
2018
Q1 | $1.18M | Sell |
|
|||||
|
2017
Q4 | $1.35M | Buy |
|
|||||
|
2017
Q3 | $1.18M | Buy |
|
|||||
|
2017
Q2 | $1.13M | Buy |
|
|||||
|
2017
Q1 | $1.01M | Buy |
|
|||||
|
2016
Q4 | $813K | Buy |
|
|||||
|
2016
Q3 | $771K | Sell |
|
|||||
|
2016
Q2 | $804K | Buy |
|
|||||
|
2016
Q1 | $683K | Buy |
|
|||||
|
2015
Q4 | $611K | Sell |
|
|||||
|
2015
Q3 | $704K | Hold |
|
|||||
|
2015
Q2 | $757K | Buy |
|
|||||
|
2015
Q1 | $732K | Sell |
|
|||||
|
2014
Q4 | $737K | Buy |
|
|||||
|
2014
Q3 | $701K | Buy |
|
|||||
|
2014
Q2 | $687K | Hold |
|
|||||
|
2014
Q1 | $656K | Buy |
|
|||||
|
2013
Q4 | $609K | Buy |
|